topic Retirement Pension Income in Retirement tax questions

Retirement Pension Income

PattyKnox — Thu, 19 Feb 2026 03:01:21 GMT

When entering the pension income information, it asks if I started getting these payments in 2025, is it referring to the amount entered from the 1099R or from when I started receiving the payments years ago when I first retired?

Re: Retirement Pension Income

fanfare — Thu, 19 Feb 2026 03:20:39 GMT

If you started getting these payments many years ago,

you didn't start getting them in 2025.

@PattyKnox

Re: Retirement Pension Income

SharonD007 — Thu, 19 Feb 2026 03:51:08 GMT

The question is referring to when you started receiving the payments. Since you indicated that you started receiving ‌payments prior to 2025, you would answer "NO."

Refer to the TurboTax Help article When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, ‌ for information on retirement income.